Thank you for taking the time to get to know me.

My wife and I reside in Woodbridge where we're raising four beautiful daughters, Vanessa, Vianna, Victoria and Vivienne. Our children have been homeschooled for over ten years, credit goes to my wonderful wife. Food is a passion of ours, we love expressing our culinary skills. I'm an aspiring grill master, enjoy golfing, morning espressos, winery/museum tours, and family outings. On the weekend, our family attends church and takes Sunday as our day of rest.

My Purpose: To provide financial knowledge and exercise competence to improve prosperity for my clients and their heirs. There's sanctity in knowing that this contribution extends to provide society with a positive impact.

My Why: Enhancing the lives of my clients and their family is rewarding, impacting their future generations provides even more meaning. Witnessing that moment when a client discovers clarity in their financial strategy is emotionally touching. I feel lucky to be in a position to help others navigate financial challenges, I find complex situations interesting, they also reinforce my purpose.

How: By seeking to clearly understand what's most important to my clients and their family. This discovery process takes time, competence, and care.

Getting Started: It all begins with a no obligation discovery meeting to understand your financial objectives and how I can be of assistance to you. During this introduction, I use an established process to share information about myself, the firm, and specific deliverables you can expect before we decide to partner together.

As a licensed professional, I can provide advice on stocks, mutual funds, bonds, and insurance solutions. My clients are a select group of individual investors, families, and corporations.

I can assist you with:
• Stock and mutual fund portfolio guidance
• Retirement income strategies
• Intergenerational planning
• Protecting against catastrophic loss
• Estate and legacy strategies
• Pension risk transfer
• Reducing your tax bill
• Saving for post-secondary education
• Business owner financial strategy and considerations

It would be my pleasure to schedule time for an introductory meeting. We can meet in-person, over the phone, or on a video conference.

Thank you,


Paul Peios
cell (647) 901-8477
www.linkedin.com/in/paulpeios/

Focus areas

  • Business Owner Considerations
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Protection Strategies
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Golfing
  • Real Estate
  • Fine Dining

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